Toolyt

Pharma CRM

Pharma CRM with a smart RCPA mobile solution

Plan doctor and chemist coverage, capture RCPA data in the field and turn every call report into market intelligence your brand teams can act on.

Coverage
Doctor, chemist and stockist calls
RCPA
Flexible mobile audit forms
Insight
Competitor share, live

4,180

Doctor calls

Logged today

1,260

RCPA audits

Chemist coverage

92%

Route adherence

Against tour plan

310

Samples issued

Reconciled

27%

Prescription share

Key brands

45 min

Reporting time saved

Per rep per day

  • ISO 27001
  • SOC 2 Type II
  • GDPR aligned
  • Audit-ready call reporting

Field cycle

Plan, call, audit, analyse - on one app.

Medical reps work the whole cycle offline-first, and managers see coverage and compliance without waiting for end-of-month reports.

  1. 01

    Tour planning

    Monthly and daily plans built against doctor class, frequency and territory.

  2. 02

    Doctor calls

    Geo-tagged visits with e-detailing, product literature and call objectives.

  3. 03

    RCPA capture

    Customisable audit forms record prescriptions, competitor brands and volumes.

  4. 04

    Chemist & stockist

    Stock checks, order capture and secondary sales logged on the spot.

  5. 05

    Analysis

    Real-time dashboards turn field data into brand and territory decisions.

92%
tour plan adherence
45 min
saved per rep, per day
3x
faster RCPA consolidation
100%
geo-verified doctor calls

Inside the platform

Field force effectiveness, measured properly.

Automated planning, configurable data capture and integrated analytics replace paper DCRs and end-of-cycle spreadsheets.

01

Automated scheduling and task planning

An advanced activity planner gives reps real-time data, optimised routes and the right detailing content for each call.

  • Route optimisation
  • Frequency-based planning
  • E-detailing on mobile
02

Capture exactly the data you need

Customise forms to record product sales and competitor insight, so audits produce comparable data across every territory.

  • Flexible RCPA forms
  • Competitor brand capture
  • Offline data collection
03

Market research from live field data

Integrate with your existing CRM and ERP so field intelligence flows into the same reports brand and sales leadership already use.

  • CRM & ERP integration
  • Real-time analytics
  • Territory-level insight

Field roles

Built for every role in the pharma field force.

Reps, area managers and brand teams get views tuned to the decisions they actually make.

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Doctor engagement

Up-to-date product information and personalised presentations.

Pharma visits

Scheduling, route optimisation and geo-verified call reporting.

Distributor visits

Real-time inventory access and quick order processing.

Brand teams

Prescription share and competitor movement by territory.

Sample management

Issue, reconcile and audit sample stock with full traceability.

Sales analytics

Primary and secondary sales trends in one dashboard.

Compliant field reporting your auditors can trust.

Every call, sample and audit carries a geo-tagged, time-stamped record - critical for regulated promotional activity.

See our security posture

ISO 27001 & SOC 2 Type II

Independently audited controls over every customer record.

GDPR-aligned data handling

Consent, retention and export policies configured per business unit.

2FA & granular access

Role, branch, product and territory level visibility down to the rep.

Evidence on every action

Geo-tagged, time-stamped trails for audits and internal reviews.

In short

What is a pharma CRM?

A pharma CRM manages medical representative tour plans, doctor and chemist calls, RCPA audits, sample tracking and secondary sales reporting. Toolyt runs it as an offline-first mobile app with configurable audit forms, so field intelligence reaches brand teams the same day instead of at the end of the cycle.

FAQ

Frequently asked questions

Quick answers about how Toolyt works for field sales, lending and service teams.

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What is Optimize Pharma CRM with Toolyt?
Toolyt's SFA mobile solution is designed to boost sales efficiency and provide valuable market insights for pharmaceutical companies.
How does Toolyt support automated Scheduling and Task Planning?
With an advanced activity planner, reps can access real-time data, optimize routes, and deliver impactful presentations using a Pharma CRM. This enhances engagement, boosts productivity, strengthens relationships, and improves prescription rates, helping pharmaceutical companies achieve better results.
How does Toolyt support make Sure You Collect the Necessary Data?
Easily customize forms within a Pharma CRM to capture detailed data on product sales and competitor insights. Conduct in-depth audits and uncover valuable market trends and customer preferences to enhance your sales strategy.
How does Toolyt support market research analysis based on data insights?
Effortlessly integrate Toolyt Pharma CRM your existing CRM and ERP systems to ensure seamless data flow and enhance operational efficiency. Leverage real-time analytics to transform collected data into actionable insights, supporting informed decision-making and strategic planning.
How does Toolyt support empower sales team to perform audits efficiently and effectively?
Transform collected data into actionable insights with real-time analytics, enabling informed decision-making and strategic planning.

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Start offering your field sales team a better selling experience

Sales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.